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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. restrict the user to view the second document if they haven't completed the fields on the 1st document

    2 votes

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    • Add a unique identity to every comment (GUID)
      • Add all Comments to the "Get Document Details" API Payload
      • Add all Comments to the Webhook Payload
      • Add new Webhook events for when comments are added, updated, or deleted
      • Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
      • Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
      • Add features to perform bulk actions on all Comments for Resolve or Clear/Delete,…
    5 votes

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    1 comment  ·  API  ·  Admin →
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  3. Ability to hide specific products within the bundle in the quote builder.

    1 vote

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  4. have synced text fields across templates so if the user changes the text in one template it would change in the other too
    https://pandadoc.zendesk.com/agent/tickets/568047

    1 vote

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  5. In case the product has a discount in Salesforce, have an option not to pull this discount to the PandaDoc document. For now, the discount is pulled automatically into the hidden column.

    1 vote

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  6. Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.

    1 vote

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  7. support Wordpress video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    2 votes

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  8. User is able to insert a (presumably smaller) document into a (presumably larger) document from the content block menu. So you would essentially add this in the same way you are able to insert a content block, but you're able to search for and select an existing document for insertion. Any variable values would lock and essentially be hard-coded into the receiving document.

    3 votes

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  9. Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.

    4 votes

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  10. Ability for signers to pay without having to finish document

    3 votes

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  11. Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.

    7 votes

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  12. Customer would like a variable that is capable of mathematical equation like the pricing table,

    1 vote

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  13. Ability to integrate with PaySimple as payment gateway

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. From the API there is no way to download a PDF format of a Template

    3 votes

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    0 comments  ·  API  ·  Admin →
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  15. 6 votes

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  16. Smart Content needs to have the option to be restricted. I believe the point of Smart content is so that we may reduce the number of templates.

    We would like to make sure our sales reps cannot change the Terms and Conditions when sending out a document.

    5 votes

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  17. Please fix in the document view the status section so that it is truly ascending or descending. If I have ascending selected, "Completed" still shows up below "sent".

    4 votes

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  18. I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  19. Add Zapier triggers, allowing document names to be changed automatically after completion.

    1 vote

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